Speculating in Takeover Targets Message Board

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Strategies & Market Trends : Speculating in Takeover Targets

ULBI 6.950

-1.1%

9:30 AM EST

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To: richardred who wrote (1841)	9/20/2007 1:58:11 PM
From: richardred	Read Replies (2) of 7239

AVR -I have no current position. Speculating long term, I would like to add in the big picture of things. While squeezing ethanol manufacturers profit margins near term. IMO-The spread between EB85 and gas has widened to a point where it will become more economically consumer acceptable. Possible long term outcome. The growth of EB85 pumps at gas retailers. IMO This should increase ethanol demand beyond current EB85 demand, and MTBE replacement reformulation for environmental regulations. IMO-The ethanol infrastructure has been built to a near saturation point. Stations offering EB85 and availability of EB85 pumps in major driving markets is just in the infancy phase. Wal-Mart and others just might light the fire. Meanwhile somebody big and long term looking for a cheap entry point has the opportunity to due so in AVR. Other than a gas refiner, Bunge and Cargill make the most sense to me.

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